Fiduciary advisors in Boston, MA

333 registered advisers

Home to Fidelity Investments and a dense cluster of asset managers along the Route 128 corridor, Boston has one of the deepest pools of fiduciary talent in the country. 333 SEC-registered fiduciary firms are based here, 325 of them fee-only. University endowments and healthcare system wealth feed a planning ecosystem that often emphasizes tax-efficient charitable giving and multi-generational trusts.

55IP

Fee-Only, No Conflicts
Boston, MassachusettsCRD #286620
Typical Fee--
AUM$27.9B
Minimum--
Clients72,318

ABRAMS CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155729
Typical Fee--
AUM$13.0B
Minimum--
Clients9

ABRY PARTNERS II, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161154
Typical Fee--
AUM$15.5B
Minimum--
Clients34

ABRY PARTNERS III, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #323712
Typical Fee--
AUM$524M
Minimum--
Clients2

ABRY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161153
Typical Fee--
AUM$311M
Minimum--
Clients7

ACADIAN ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #106609
Typical Fee--
AUM$117.3B
Minimum--
Clients316

ADAGE CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #160679
Typical Fee--
AUM$60.0B
Minimum--
Clients1

ADAPTIVE ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #318716
Typical Fee--
AUM$450K
Minimum--
Clients2

ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #174333
Typical Fee--
AUM$2.2B
Minimum--
Clients3

ADVENT INTERNATIONAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #105673
Typical Fee--
AUM$82.5B
Minimum--
Clients144

AEW CAPITAL MANAGEMENT LP

Also Compensated via Insurance
Boston, MassachusettsCRD #108633
Typical Fee--
AUM$4.8B
Minimum--
Clients37

AGF INVESTMENTS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #153781
Typical Fee--
AUM$4.9B
Minimum--
Clients15

AGIS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #172457
Typical Fee--
AUM$588M
Minimum--
Clients3

ALGEBRIS INVESTMENTS (US) INC.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #169236
Typical Fee--
AUM$4.4B
Minimum--
Clients8

ALGORITHMIC INVESTMENT MODELS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #306354
Typical Fee--
AUM$157M
Minimum--
Clients289

ALPHASIMPLEX GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #128356
Typical Fee--
AUM$4.3B
Minimum--
Clients16

ALTERNATIVE FUND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #313109
Typical Fee--
AUM$226M
Minimum--
Clients1

ALTIMETER CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160017
Typical Fee--
AUM$12.7B
Minimum--
Clients23

AMPERSAND CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161522
Typical Fee--
AUM$2.8B
Minimum--
Clients4

AMUNDI

Fee-Only, No Conflicts
Boston, MassachusettsCRD #334151
Typical Fee--
AUM$3.8B
Minimum--
Clients3

ANCHOR CAPITAL ADVISORS LLC

Fee-Only, No Conflicts
Boston, MassachusettsCRD #105540
Typical Fee--
AUM$2.4B
Minimum--
Clients3,840

APPLETON PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #110049
Typical Fee--
AUM$13.5B
Minimum--
Clients7,414

ARCLIGHT CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161228
Typical Fee--
AUM$9.5B
Minimum--
Clients17

ARISTOTLE CAPITAL BOSTON, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #173198
Typical Fee--
AUM$2.7B
Minimum--
Clients136

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #111298
Typical Fee--
AUM$253.6B
Minimum--
Clients157

ARTEMIS CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #285607
Typical Fee--
AUM$294M
Minimum--
Clients3

ASSETGRADE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #168779
Typical Fee--
AUM$282M
Minimum--
Clients699

ASTIRA CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #327034
Typical Fee--
AUM$773M
Minimum--
Clients2

ATREIDES MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #301152
Typical Fee--
AUM$5.5B
Minimum--
Clients33

ATWATER WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #172749
Typical Fee--
AUM$222M
Minimum--
Clients329

AUDAX PRIVATE EQUITY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160483
Typical Fee--
AUM$19.6B
Minimum--
Clients35

AUREUS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #136674
Typical Fee--
AUM$7.8B
Minimum--
Clients879

BAIN CAPITAL ASSET MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #183517
Typical Fee--
AUM$11.2B
Minimum--
Clients51

BAIN CAPITAL CREDIT, LP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #134852
Typical Fee--
AUM$68.0B
Minimum--
Clients182

BAIN CAPITAL INSURANCE SOLUTIONS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #305575
Typical Fee--
AUM$3.0B
Minimum--
Clients8

BAIN CAPITAL PARTNERSHIP STRATEGIES, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #297457
Typical Fee--
AUM$2.6B
Minimum--
Clients8

BAIN CAPITAL PRIVATE EQUITY, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #145653
Typical Fee--
AUM$71.6B
Minimum--
Clients27

BAIN CAPITAL PUBLIC EQUITY, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #145650
Typical Fee--
AUM$3.5B
Minimum--
Clients9

BAIN CAPITAL REAL ESTATE, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #291809
Typical Fee--
AUM$9.0B
Minimum--
Clients20

BAIN CAPITAL VENTURES, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #145652
Typical Fee--
AUM$9.7B
Minimum--
Clients20

BALLYROCK INVESTMENT ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #115324
Typical Fee--
AUM$8.4B
Minimum--
Clients20

BATTERY GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #158508
Typical Fee--
AUM$6.9B
Minimum--
Clients126

BATTERY MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160921
Typical Fee--
AUM$15.1B
Minimum--
Clients60

BAYHAWK CAPITAL LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #328829
Typical Fee--
AUM$570M
Minimum--
Clients5

BAYPINE HOLDINGS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #311154
Typical Fee--
AUM$3.3B
Minimum--
Clients6

BCPC ADVISORS, LP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #327851
Typical Fee--
AUM$748M
Minimum--
Clients1

BCSF ADVISORS, LP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #282092
Typical Fee--
AUM$3.3B
Minimum--
Clients2

BEACON CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #158137
Typical Fee--
AUM$1.4B
Minimum--
Clients13

BERKSHIRE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160675
Typical Fee--
AUM$26.8B
Minimum--
Clients34

BERKSHIRE PROPERTY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161374
Typical Fee--
AUM$15.5B
Minimum--
Clients9

BIRCH HILL INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #143750
Typical Fee--
AUM$2.9B
Minimum--
Clients1,388

BLUE MOON CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #311941
Typical Fee--
AUM$136M
Minimum--
Clients1

BNY MELLON ETF INVESTMENT ADVISER, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #306148
Typical Fee--
AUM$7.2B
Minimum--
Clients13

BOSTON COMMON ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #123558
Typical Fee--
AUM$3.6B
Minimum--
Clients332

BOSTON FAMILY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #299060
Typical Fee--
AUM$285M
Minimum--
Clients283

BOSTON FAMILY OFFICE LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #107141
Typical Fee--
AUM$1.9B
Minimum--
Clients806

BOSTON MANAGEMENT AND RESEARCH

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #104853
Typical Fee--
AUM$128.1B
Minimum--
Clients73

BOSTON PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #124982
Typical Fee--
AUM$98.3B
Minimum--
Clients6,100

BOSTON TRUST WALDEN INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #111266
Typical Fee--
AUM$5.1B
Minimum--
Clients15

BRACEBRIDGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #158343
Typical Fee--
AUM$84.7B
Minimum--
Clients12

BRECKINRIDGE CAPITAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107143
Typical Fee--
AUM$51.0B
Minimum--
Clients18,559

BROADWATER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #125509
Typical Fee--
AUM$154M
Minimum--
Clients101

BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156772
Typical Fee--
AUM$1.8B
Minimum--
Clients15

BROOKNOLL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #298297
Typical Fee--
AUM$1.0B
Minimum--
Clients2

BV INVESTMENT PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #159349
Typical Fee--
AUM$5.4B
Minimum--
Clients10

CABOT PROPERTIES L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #118729
Typical Fee--
AUM$9.3B
Minimum--
Clients13

CALLODINE CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #297115
Typical Fee--
AUM$787M
Minimum--
Clients6

CALLODINE CREDIT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #313165
Typical Fee--
AUM$467M
Minimum--
Clients2

CAMBRIDGE ASSOCIATES LIMITED, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #106003
Typical Fee--
AUM$5.8B
Minimum--
Clients28

CAMBRIDGE ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104942
Typical Fee--
AUM$313.5B
Minimum--
Clients575

CAPITAL ADVISORS GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #112000
Typical Fee--
AUM$26.0B
Minimum--
Clients246

CAPITAL IMPACT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #168313
Typical Fee--
AUM$201M
Minimum--
Clients1

CASTLE ROCK ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #331429
Typical Fee--
AUM$1.6B
Minimum--
Clients22

CATALYST FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #299335
Typical Fee--
AUM$1.0B
Minimum--
Clients1,037

CATHOLIC INVESTMENT SERVICES, INC.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #172467
Typical Fee--
AUM$1.3B
Minimum--
Clients8

CENTURY EQUITY PARTNERS LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #281939
Typical Fee--
AUM$480M
Minimum--
Clients6

CHARLESBANK CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160256
Typical Fee--
AUM$19.8B
Minimum--
Clients50

CHOATE INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #106109
Typical Fee--
AUM$8.9B
Minimum--
Clients3,850

CLARENDON PRIVATE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #316616
Typical Fee--
AUM$344M
Minimum--
Clients184

CLARO ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160294
Typical Fee--
AUM$1.3B
Minimum--
Clients3,371

CLEAR BROOK ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #132045
Typical Fee--
AUM$867M
Minimum--
Clients27

CLEARHAVEN PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #309219
Typical Fee--
AUM$1.0B
Minimum--
Clients4

CLOUGH CAPITAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #131257
Typical Fee--
AUM$1.3B
Minimum--
Clients11

COHERE CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #305806
Typical Fee--
AUM$359M
Minimum--
Clients2

COLRAIN CAPITAL LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #118098
Typical Fee--
AUM$133M
Minimum--
Clients24

COLUMBIA CENT CLO ADVISERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #310864
Typical Fee--
AUM$2.8B
Minimum--
Clients9

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108257
Typical Fee--
AUM$457.5B
Minimum--
Clients6,061

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Clean RecordAlso Compensated via Brokerage
Boston, MassachusettsCRD #105161
Typical Fee--
AUM$14.2B
Minimum--
Clients8,097

CORMORANT ASSET MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167820
Typical Fee--
AUM$3.9B
Minimum--
Clients14

COVE HILL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #288684
Typical Fee--
AUM$4.8B
Minimum--
Clients11

CRAWFORD FUND MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #158659
Typical Fee--
AUM$185M
Minimum--
Clients3

CRESTWOOD ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #286243
Typical Fee--
AUM$7.0B
Minimum--
Clients5,862

CW ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #310873
Typical Fee--
AUM$9.3B
Minimum--
Clients12,836

D/B/A THE DAVIS COMPANIES OR DAVIS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161888
Typical Fee--
AUM$2.4B
Minimum--
Clients21

DARDANELLES CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #323067
Typical Fee--
AUM$83M
Minimum--
Clients1

DENALI GROWTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #312887
Typical Fee--
AUM$578M
Minimum--
Clients6

DENHAM CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156605
Typical Fee--
AUM$5.7B
Minimum--
Clients13

DIAMETRIC CAPITAL, LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #288409
Typical Fee--
AUM$557M
Minimum--
Clients10

DISCIPLINED ALPHA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167254
Typical Fee--
AUM$34M
Minimum--
Clients3

DONOGHUE FORLINES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #285403
Typical Fee--
AUM$389M
Minimum--
Clients23

DSF ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #283411
Typical Fee--
AUM$1.2B
Minimum--
Clients8

EAGLECLAW CAPITAL MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Boston, MassachusettsCRD #134045
Typical Fee--
AUM$803M
Minimum--
Clients313

EAST BRIDGE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167207
Typical Fee--
AUM$442M
Minimum--
Clients4

EATON VANCE MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #104859
Typical Fee--
AUM$84.9B
Minimum--
Clients4,053

ELEPHANT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #282189
Typical Fee--
AUM$2.9B
Minimum--
Clients13

EMBLEM GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #329533
Typical Fee--
AUM$248M
Minimum--
Clients4

ENTREPRENEURSHARES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153615
Typical Fee--
AUM$45M
Minimum--
Clients3

EPILOG PARTNERS, LP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #325368
Typical Fee--
AUM$178M
Minimum--
Clients2

EQUALITY ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #300710
Typical Fee--
AUM$519M
Minimum--
Clients4

ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #109962
Typical Fee--
AUM$610M
Minimum--
Clients124

ETHOS CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #306874
Typical Fee--
AUM$3.1B
Minimum--
Clients8

EVENTIDE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #147110
Typical Fee0.49%
AUM$6.4B
Minimum--
Clients26

EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #292216
Typical Fee--
AUM$3.6B
Minimum--
Clients31

FALCON INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161548
Typical Fee--
AUM$3.5B
Minimum--
Clients13

FELIS ADVANTAGE, LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #335282
Typical Fee--
AUM$150M
Minimum--
Clients4

FIDELITY DIVERSIFYING SOLUTIONS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #315088
Typical Fee--
AUM$9.7B
Minimum--
Clients33

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #301896
Typical Fee--
AUM$6.5B
Minimum--
Clients829

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #108281
Typical Fee--
AUM$4.7T
Minimum--
Clients36,290

FINEPOINT CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #170668
Typical Fee--
AUM$4.4B
Minimum--
Clients2

FIRST EAGLE ALTERNATIVE CREDIT, LLC

Also Compensated via Brokerage
Boston, MassachusettsCRD #150900
Typical Fee--
AUM$16.8B
Minimum--
Clients96

FLAGSHIP HARBOR ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #155733
Typical Fee--
AUM$3.4B
Minimum--
Clients12,815

FORT POINT CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #164067
Typical Fee--
AUM$660M
Minimum--
Clients5

FRONTIER CAPITAL MANAGEMENT CO LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #106274
Typical Fee--
AUM$10.7B
Minimum--
Clients59

GAME CREEK CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #158973
Typical Fee--
AUM$241M
Minimum--
Clients14

GEODE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #115504
Typical Fee--
AUM$1.4T
Minimum--
Clients166

GHISALLO CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #309856
Typical Fee--
AUM$3.8B
Minimum--
Clients6

GLOBAL DELTA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #324485
Typical Fee--
AUM$138M
Minimum--
Clients1

GLOUSTON CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #133792
Typical Fee--
AUM$2.0B
Minimum--
Clients28

GRANTHAM MAYO VAN OTTERLOO & CO LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #106220
Typical Fee--
AUM$68.6B
Minimum--
Clients125

GREAT HILL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #158158
Typical Fee--
AUM$11.7B
Minimum--
Clients35

GREAT POINT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #147082
Typical Fee--
AUM$628M
Minimum--
Clients1,137

GREEN CENTURY CAPITAL MANAGEMENT INC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #112442
Typical Fee--
AUM$1.3B
Minimum--
Clients4

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161579
Typical Fee--
AUM$1.5B
Minimum--
Clients5

GW&K INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #121942
Typical Fee--
AUM$52.9B
Minimum--
Clients50,559

HARBOURVEST PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #109846
Typical Fee--
AUM$173.1B
Minimum--
Clients301

HARBOURVEST REGISTERED ADVISERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #332106
Typical Fee--
AUM--
Minimum--
Clients--

HARVEST CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #133026
Typical Fee--
AUM--
Minimum--
Clients--

HASTINGS EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167499
Typical Fee--
AUM$631M
Minimum--
Clients6

HEMISTA INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #301888
Typical Fee--
AUM--
Minimum--
Clients--

HERITAGE HOLDING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #331677
Typical Fee2.00%
AUM$223M
Minimum--
Clients1

HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #139068
Typical Fee--
AUM$5.8B
Minimum--
Clients63

HIGHVISTA STRATEGIES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155759
Typical Fee--
AUM$5.4B
Minimum--
Clients41

HILL CITY CAPITAL LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #306709
Typical Fee--
AUM$2.9B
Minimum--
Clients6

HOOPOE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #282573
Typical Fee--
AUM$544M
Minimum--
Clients553

HOWLAND CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104726
Typical Fee--
AUM$3.3B
Minimum--
Clients1,869

ICAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #122816
Typical Fee--
AUM$1.2B
Minimum--
Clients503

IFR, MUNICIPAL MARKET DATA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #109120
Typical Fee--
AUM--
Minimum--
Clients--

IMPRESA MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #168741
Typical Fee--
AUM$11.0B
Minimum--
Clients38

INCOME RESEARCH + MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104863
Typical Fee--
AUM$109.0B
Minimum--
Clients949

INTERCONTINENTAL REAL ESTATE CORPORATION

Clean RecordAlso Compensated via Insurance
Boston, MassachusettsCRD #112332
Typical Fee--
AUM$12.6B
Minimum--
Clients1

INVENOMIC CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #287617
Typical Fee--
AUM$3.2B
Minimum--
Clients5

IRONWOOD INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108467
Typical Fee--
AUM$222M
Minimum--
Clients279

J.M. FORBES & CO. LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107422
Typical Fee--
AUM$1.4B
Minimum--
Clients1,021

J.P. MARVEL WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #144364
Typical Fee--
AUM$680M
Minimum--
Clients117

JMC MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #169235
Typical Fee--
AUM$234M
Minimum--
Clients6

JOHCM (USA) INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167596
Typical Fee--
AUM$9.0B
Minimum--
Clients32

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #105790
Typical Fee--
AUM$202.2B
Minimum--
Clients35,239

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #174433
Typical Fee--
AUM$2.0B
Minimum--
Clients32,545

JOHN HANCOCK VARIABLE TRUST ADVISERS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #16009
Typical Fee--
AUM$67.6B
Minimum--
Clients50

KALEIDOSCOPE CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #282159
Typical Fee--
AUM$496M
Minimum--
Clients9

KANAME CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #300565
Typical Fee--
AUM$202M
Minimum--
Clients16

KEENAN FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #285673
Typical Fee--
AUM$148M
Minimum--
Clients1,372

LANDON CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #292398
Typical Fee--
AUM$158M
Minimum--
Clients14

LEEWARD INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #312557
Typical Fee--
AUM$2.8B
Minimum--
Clients56

LEVATUS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #287811
Typical Fee--
AUM$152M
Minimum--
Clients204

LINCOLN PEAK CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #292864
Typical Fee--
AUM$661M
Minimum--
Clients5

LMCG INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #149936
Typical Fee--
AUM$6.5B
Minimum--
Clients2,160

LONG WHARF CAPITAL LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #158038
Typical Fee--
AUM$1.0B
Minimum--
Clients3

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104945
Typical Fee--
AUM$18.9B
Minimum--
Clients187

LONGPOINT PARTNERS LP

Fee-Only, No Conflicts
Boston, MassachusettsCRD #283800
Typical Fee--
AUM$4.8B
Minimum--
Clients9

LOOMIS, SAYLES & COMPANY, L.P.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #105377
Typical Fee--
AUM$350.9B
Minimum--
Clients22,232

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107153
Typical Fee0.60%
AUM$12.9B
Minimum$2M
Clients3,385

LUMINT CORPORATION

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #324443
Typical Fee--
AUM$749M
Minimum--
Clients3

MACKENZIE INVESTMENTS

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #165899
Typical Fee--
AUM$8.9B
Minimum--
Clients49

MAD RIVER INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #130585
Typical Fee--
AUM$338M
Minimum--
Clients187

MAIN CAPITAL PARTNERS NORTH AMERICA LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #329886
Typical Fee--
AUM$368M
Minimum--
Clients6

MANULIFE INVESTMENT MANAGEMENT (US) LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #106435
Typical Fee--
AUM$201.4B
Minimum--
Clients4,946

MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #145508
Typical Fee--
AUM$42.6B
Minimum--
Clients178

MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC

Also Compensated via Brokerage
Boston, MassachusettsCRD #109641
Typical Fee--
AUM$5.6B
Minimum--
Clients24

MARATHON FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #338006
Typical Fee--
AUM$289M
Minimum--
Clients638

MARBLE HARBOR INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #138538
Typical Fee--
AUM$1.3B
Minimum--
Clients540

MARCUS PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161326
Typical Fee--
AUM$1.8B
Minimum--
Clients3

MARTINGALE ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108526
Typical Fee--
AUM$4.3B
Minimum--
Clients27

MASON CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107412
Typical Fee--
AUM$202M
Minimum--
Clients287

MAYFLOWER ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #307857
Typical Fee--
AUM$4.8B
Minimum--
Clients2,482

MCCARTER PRIVATE WEALTH SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108191
Typical Fee--
AUM$428M
Minimum--
Clients199

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #109355
Typical Fee--
AUM$11.7B
Minimum--
Clients1,392

MERCER INVESTMENTS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #133449
Typical Fee--
AUM$202.6B
Minimum--
Clients1,464

MERGANSER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #169258
Typical Fee--
AUM$17.1B
Minimum--
Clients126

MFN PARTNERS MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #291755
Typical Fee--
AUM$9.1B
Minimum--
Clients1

MFS INSTITUTIONAL ADVISORS INC.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #107144
Typical Fee--
AUM$111.8B
Minimum--
Clients10,260

MFS INVESTMENT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #110045
Typical Fee--
AUM$473.0B
Minimum--
Clients344

MIDDLETON & COMPANY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104549
Typical Fee--
AUM$1.2B
Minimum--
Clients602

MILLSTREET CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161566
Typical Fee--
AUM$4.1B
Minimum--
Clients3

MINDORO CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #328488
Typical Fee--
AUM$134M
Minimum--
Clients71

MINOT DEBLOIS ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #140170
Typical Fee--
AUM$1.8B
Minimum--
Clients606

MIRI CAPITAL MANAGEMENT LLC

Fee-Only, No Conflicts
Boston, MassachusettsCRD #311308
Typical Fee--
AUM$495M
Minimum--
Clients4

MIROVA US

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #300152
Typical Fee--
AUM$12.9B
Minimum--
Clients25

MONASHEE INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #163148
Typical Fee--
AUM$1.9B
Minimum--
Clients12

MOODY, LYNN, LIEBERSON & WALKER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #283549
Typical Fee--
AUM$2.2B
Minimum--
Clients1,011

MOORS & CABOT, INC

Also Compensated via Brokerage
Boston, MassachusettsCRD #594
Typical Fee--
AUM$3.4B
Minimum--
Clients5,074

MPM BIOIMPACT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #148467
Typical Fee--
AUM$3.4B
Minimum--
Clients27

NATIXIS ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #106800
Typical Fee--
AUM$85.2B
Minimum--
Clients85,258

NBW CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #147306
Typical Fee--
AUM$622M
Minimum--
Clients684

NDVR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #310602
Typical Fee--
AUM$204M
Minimum--
Clients345

NEPC, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #110562
Typical Fee--
AUM$137.3B
Minimum--
Clients122

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #141573
Typical Fee--
AUM$2.1B
Minimum--
Clients14

NEW FRONTIER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #147181
Typical Fee--
AUM$3.9B
Minimum--
Clients261

NEW HERITAGE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #160083
Typical Fee--
AUM$738M
Minimum--
Clients10

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #312937
Typical Fee--
AUM$47.4B
Minimum--
Clients172

NEXTECH VENTURES (US) LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #316683
Typical Fee--
AUM$1.6B
Minimum--
Clients4

NICHOLS & PRATT ADVISERS LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107113
Typical Fee--
AUM$2.3B
Minimum--
Clients638

NONANTUM CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #293803
Typical Fee--
AUM$1.4B
Minimum--
Clients12

NORTHEAST INVESTMENT MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #105051
Typical Fee--
AUM$3.3B
Minimum--
Clients1,651

NORTHSTAR ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107138
Typical Fee--
AUM$727M
Minimum--
Clients493

NUMERIC INVESTORS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #131684
Typical Fee--
AUM$50.6B
Minimum--
Clients95

NUTTER INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #105461
Typical Fee--
AUM$2.7B
Minimum--
Clients42

NYES LEDGE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156746
Typical Fee--
AUM$266M
Minimum--
Clients2

O'ROURKE & COMPANY, INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #132481
Typical Fee--
AUM$555M
Minimum--
Clients738

OMEGA FUND MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #157753
Typical Fee--
AUM$1.8B
Minimum--
Clients5

ONE STONE GLOBAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #175052
Typical Fee--
AUM$204M
Minimum--
Clients3

OPALEYE MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #124513
Typical Fee--
AUM$803M
Minimum--
Clients2

OPENVIEW ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #316766
Typical Fee--
AUM$1.0B
Minimum--
Clients13

ORVIETO PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #313475
Typical Fee--
AUM$204M
Minimum--
Clients1

OSBON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #134731
Typical Fee--
AUM$182M
Minimum--
Clients238

OT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #284192
Typical Fee--
AUM$211M
Minimum--
Clients48

P/E GLOBAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155642
Typical Fee--
AUM$703M
Minimum--
Clients3

PACIFIC LAKE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160377
Typical Fee--
AUM$2.1B
Minimum--
Clients11

PALLADIN CONSUMER RETAIL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #164689
Typical Fee--
AUM$593M
Minimum--
Clients16

PANAGORA ASSET MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #105201
Typical Fee--
AUM$33.2B
Minimum--
Clients93

PAR CAPITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156596
Typical Fee--
AUM$1.4B
Minimum--
Clients1

PARTNERS CAPITAL INVESTMENT GROUP, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #120663
Typical Fee--
AUM$41.5B
Minimum--
Clients840

PATHLIGHT CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #291106
Typical Fee--
AUM$2.5B
Minimum--
Clients11

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #105060
Typical Fee--
AUM$1.4B
Minimum--
Clients796

POLARIS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #106278
Typical Fee--
AUM$5.5B
Minimum--
Clients24

POLARIS GROWTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #297431
Typical Fee--
AUM$4.0B
Minimum--
Clients15

PORTOLAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #157542
Typical Fee--
AUM$1.6B
Minimum--
Clients22

PROMETHOS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #300915
Typical Fee--
AUM$1.3B
Minimum--
Clients28

PSG EQUITY L.L.C.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #295103
Typical Fee--
AUM$28.4B
Minimum--
Clients46

PUREFI WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #328459
Typical Fee0.90%
AUM$262M
Minimum--
Clients334

PUTNAM INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #106629
Typical Fee--
AUM$117.2B
Minimum--
Clients16,432

QTRON INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #285608
Typical Fee--
AUM$1.1B
Minimum--
Clients9

RA CAPITAL MANAGEMENT, LP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #160174
Typical Fee--
AUM$12.6B
Minimum--
Clients11

RADIUS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #168159
Typical Fee--
AUM$171M
Minimum--
Clients290

REDWOOD INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #133028
Typical Fee--
AUM$1.1B
Minimum--
Clients104

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #137342
Typical Fee--
AUM$3.9B
Minimum--
Clients749

RHUMBLINE ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107151
Typical Fee--
AUM$123.2B
Minimum--
Clients722

RIVERSIDE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160754
Typical Fee--
AUM$973M
Minimum--
Clients6

RIVERVIEW CAPITAL ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #140377
Typical Fee--
AUM$619M
Minimum--
Clients599

ROCKPOINT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156630
Typical Fee--
AUM$12.8B
Minimum--
Clients39

ROSE PARK ADVISORS, LLC

Fee-Only, No Conflicts
Boston, MassachusettsCRD #162017
Typical Fee--
AUM$713M
Minimum--
Clients8

RWA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156984
Typical Fee--
AUM$17.3B
Minimum--
Clients19,490

S & CO., INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #110026
Typical Fee--
AUM$2.3B
Minimum--
Clients372

SANDIA INVESTMENT MANAGMENT LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #311098
Typical Fee--
AUM$582M
Minimum--
Clients10

SANTANDER SECURITIES

Also Compensated via Brokerage
Boston, MassachusettsCRD #41791
Typical Fee--
AUM$2.6B
Minimum--
Clients10,401

SAWYER & CO INC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #112849
Typical Fee--
AUM$313M
Minimum--
Clients229

SCS CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #122258
Typical Fee--
AUM$43.1B
Minimum--
Clients722

SEAPORT GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #154287
Typical Fee--
AUM$42M
Minimum--
Clients1

SF ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #316518
Typical Fee--
AUM$162M
Minimum--
Clients6

SHAWSPRING PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #172766
Typical Fee--
AUM$940M
Minimum--
Clients8

SHELLBACK CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #169642
Typical Fee--
AUM$1.9B
Minimum--
Clients3

SHEPHERD KAPLAN KROCHUK, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #127304
Typical Fee--
AUM$9.7B
Minimum--
Clients1,365

SHEPHERD KAPLAN LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #128244
Typical Fee--
AUM$9.4B
Minimum--
Clients1,351

SIHARUM ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #147957
Typical Fee--
AUM$590M
Minimum--
Clients319

SILVERARC CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #304220
Typical Fee--
AUM$1.0B
Minimum--
Clients7

SILVERSMITH CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #281620
Typical Fee--
AUM$5.3B
Minimum--
Clients21

SINGLE POINT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #163793
Typical Fee--
AUM$568M
Minimum--
Clients1,028

SIPPICAN CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155188
Typical Fee--
AUM$160M
Minimum--
Clients150

SIRIOS CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #160580
Typical Fee--
AUM$892M
Minimum--
Clients5

SMARTLEAF ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #172273
Typical Fee--
AUM$3.7B
Minimum--
Clients12,408

SOLAMERE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156902
Typical Fee--
AUM$5.4B
Minimum--
Clients27

SOLEL PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #305424
Typical Fee--
AUM$1.2B
Minimum--
Clients3

SOLUM PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #310213
Typical Fee--
AUM$1.7B
Minimum--
Clients4

SPECTRUM EQUITY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160619
Typical Fee--
AUM$7.4B
Minimum--
Clients29

SPRING LANE CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #290181
Typical Fee--
AUM$393M
Minimum--
Clients7

SQUARE CIRCLE IA LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #312718
Typical Fee--
AUM$511M
Minimum--
Clients2

SRB CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161163
Typical Fee--
AUM$4.2B
Minimum--
Clients22

SSGA FUNDS MANAGEMENT, INC.

Fee-Only, No Conflicts
Boston, MassachusettsCRD #111242
Typical Fee--
AUM$1.2T
Minimum--
Clients270

STACKWELL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #316298
Typical Fee--
AUM$2M
Minimum--
Clients2,688

STANCE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #284267
Typical Fee--
AUM$228M
Minimum--
Clients109

STOCKBRIDGE INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160674
Typical Fee--
AUM$5.8B
Minimum--
Clients3

STRATEGIC ADVISERS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #104555
Typical Fee--
AUM$1.1T
Minimum--
Clients2,486,631

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #114922
Typical Fee1.00%
AUM$6.8B
Minimum--
Clients16

STRIDE CONSUMER

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #311501
Typical Fee--
AUM$679M
Minimum--
Clients5

SUMMIT PARTNERS CREDIT ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153195
Typical Fee--
AUM$631M
Minimum--
Clients12

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #175100
Typical Fee--
AUM$3.9B
Minimum--
Clients12

SUMMIT PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #135271
Typical Fee--
AUM$43.6B
Minimum--
Clients84

SV HEALTH INVESTORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #160933
Typical Fee--
AUM$1.1B
Minimum--
Clients15

SVB WEALTH

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #172832
Typical Fee--
AUM$5.0B
Minimum--
Clients3,739

SVERICA CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156956
Typical Fee--
AUM$2.3B
Minimum--
Clients10

TA ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156699
Typical Fee--
AUM$60.7B
Minimum--
Clients28

TA REALTY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108586
Typical Fee--
AUM$1.8B
Minimum--
Clients3

TAC PARTNERS, INC.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #158249
Typical Fee--
AUM$1.1B
Minimum--
Clients6

TELEMARK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156770
Typical Fee--
AUM$1.1B
Minimum--
Clients1

TFC FINANCIAL MANAGEMENT INC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #105062
Typical Fee--
AUM$1.5B
Minimum--
Clients1,535

THE BAUPOST GROUP, L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #109530
Typical Fee--
AUM$23.6B
Minimum--
Clients12

THE BOLLARD GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155317
Typical Fee--
AUM$6.8B
Minimum--
Clients485

THE DE BURLO GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153435
Typical Fee--
AUM$1.0B
Minimum--
Clients104

THE PUTNAM ADVISORY COMPANY, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #106631
Typical Fee--
AUM$33.2B
Minimum--
Clients97

THE WATERMILL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #163370
Typical Fee--
AUM$163M
Minimum--
Clients19

THL MANAGERS VII, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #171042
Typical Fee--
AUM$20.3B
Minimum--
Clients23

THORNTREE CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #283643
Typical Fee--
AUM$1.1B
Minimum--
Clients6

TIAA KASPICK, LLC

Fee-Only, No Conflicts
Boston, MassachusettsCRD #104554
Typical Fee--
AUM$8.5B
Minimum--
Clients6,169

TIMBER CREEK CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #146220
Typical Fee--
AUM$637M
Minimum--
Clients235

TIMBUKTU CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #131084
Typical Fee--
AUM$91M
Minimum--
Clients339

TRILLIUM ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #110901
Typical Fee--
AUM$5.0B
Minimum--
Clients2,149

TRUVIUS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #326836
Typical Fee--
AUM$190K
Minimum--
Clients18

TURAS CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #336516
Typical Fee--
AUM$614M
Minimum--
Clients2

TWIN FOCUS CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #140522
Typical Fee--
AUM$4.0B
Minimum--
Clients77

UNION PARK CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #169842
Typical Fee--
AUM$711M
Minimum--
Clients3

VERDAD ADVISERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #171048
Typical Fee--
AUM$867M
Minimum--
Clients32

WAINWRIGHT INVESTMENT COUNSEL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108711
Typical Fee--
AUM$5.5B
Minimum--
Clients207

WAVE EQUITY PARTNERS

Fee-Only, No Conflicts
Boston, MassachusettsCRD #170642
Typical Fee--
AUM$517M
Minimum--
Clients17

WEALTH EFFECTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #315244
Typical Fee--
AUM$472M
Minimum--
Clients988

WEATHERBIE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #105991
Typical Fee--
AUM$1.9B
Minimum--
Clients172

WEISS ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #155564
Typical Fee--
AUM$10.7B
Minimum--
Clients4

WELCH & FORBES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #115119
Typical Fee--
AUM$9.2B
Minimum--
Clients3,620

WELLINGTON ALTERNATIVE INVESTMENTS

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #226715
Typical Fee--
AUM$58.7B
Minimum--
Clients123

WELLINGTON FUNDS (US) LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #288313
Typical Fee--
AUM$5.0B
Minimum--
Clients19

WELLINGTON MANAGEMENT COMPANY LLP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #106595
Typical Fee--
AUM$1.3T
Minimum--
Clients1,540

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #146990
Typical Fee--
AUM$23.6B
Minimum--
Clients975

WESTVIEW CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #157839
Typical Fee--
AUM$2.1B
Minimum--
Clients3

WGI DM, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #334219
Typical Fee1.00%
AUM$4.2B
Minimum--
Clients27

WHALE ROCK CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #140746
Typical Fee--
AUM$11.7B
Minimum--
Clients16

WILKINS INVESTMENT COUNSEL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104913
Typical Fee--
AUM$1.1B
Minimum--
Clients205

WINCAP FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #315798
Typical Fee--
AUM$223M
Minimum--
Clients624

WINCOVE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #295192
Typical Fee1.00%
AUM$267M
Minimum--
Clients13

WINTHROP CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #289487
Typical Fee--
AUM$174M
Minimum--
Clients3

WINTHROP SQUARE CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #321630
Typical Fee--
AUM$167M
Minimum--
Clients3

WINTHROP WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #288178
Typical Fee--
AUM$2.6B
Minimum--
Clients3,872

WOODSTOCK CORPORATION

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #110662
Typical Fee1.50%
AUM$1.2B
Minimum--
Clients568

YELLOW WOOD PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161062
Typical Fee--
AUM$2.9B
Minimum--
Clients10

ZEVIN ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #165269
Typical Fee--
AUM$893M
Minimum--
Clients745
Fiduciary Advisors in Boston, Massachusetts | FiduciaryListings